JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
AMMON ID · SEC CIK 0002122180
$1.14亿2026Q1 申报市值
133持仓数
34.2%前十大占比 · 第一大 6.1%
3 / 98新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
THOMSON REUTERS 新建仓+$52.48万
INNOVATOR ETFS T 新建仓+$37.35万
WTW 新建仓+$36.95万
MDLZ 加仓+$24.37万
FENI 加仓+$2.79万
2026Q1 卖出最多 按季末市值估算
SPYG 减仓-$2,649.17万
NVDA 减仓-$1,804.52万
AMZN 减仓-$1,090.96万
TSLA 减仓-$1,008.48万
MSFT 减仓-$920.35万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $67.45万 | 0.59% | 21,984 | -21,984 | -50.0% | -$67.45万 | 减仓 |
| LLY | ELI LILLY & CO | $67.45万 | 0.59% | 733 | -2,403 | -76.6% | -$221.13万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $67.63万 | 0.60% | 3,331 | -8,897 | -72.8% | -$180.64万 | 减仓 |
| TXN | TEXAS INSTRS INC | $68.17万 | 0.60% | 3,510 | -11,106 | -76.0% | -$215.69万 | 减仓 |
| SNA | SNAP ON INC | $68.19万 | 0.60% | 1,877 | -4,141 | -68.8% | -$150.44万 | 减仓 |
| ENB | ENBRIDGE INC | $70.55万 | 0.62% | 13,030 | -30,750 | -70.2% | -$166.49万 | 减仓 |
| PEP | PEPSICO INC | $70.98万 | 0.63% | 4,570 | -9,906 | -68.4% | -$153.85万 | 减仓 |
| HD | HOME DEPOT INC | $72.39万 | 0.64% | 2,200 | -6,640 | -75.1% | -$218.48万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $72.53万 | 0.64% | 3,311 | -7,126 | -68.3% | -$156.10万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $73.09万 | 0.64% | 6,313 | -14,159 | -69.2% | -$163.94万 | 减仓 |
| SBUX | STARBUCKS CORP | $75.31万 | 0.66% | 8,405 | -26,167 | -75.7% | -$234.46万 | 减仓 |
| MRK | MERCK & CO INC | $80.96万 | 0.71% | 6,730 | -31,730 | -82.5% | -$381.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $86.33万 | 0.76% | 25,701 | -41,947 | -62.0% | -$140.90万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $87.30万 | 0.77% | 1,129 | -3,211 | -74.0% | -$248.29万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $88.70万 | 0.78% | 3,053 | -8,331 | -73.2% | -$242.06万 | 减仓 |
| CSCO | CISCO SYS INC | $88.96万 | 0.78% | 11,465 | -28,947 | -71.6% | -$224.62万 | 减仓 |
| COP | CONOCOPHILLIPS | $89.64万 | 0.79% | 6,790 | -16,270 | -70.6% | -$214.80万 | 减仓 |
| ABBV | ABBVIE INC | $89.68万 | 0.79% | 4,122 | -12,514 | -75.2% | -$272.26万 | 减仓 |
| QCOM | QUALCOMM INC | $90.92万 | 0.80% | 7,059 | -24,061 | -77.3% | -$309.90万 | 减仓 |
| ADSK | AUTODESK INC | $91.44万 | 0.81% | 3,819 | -11,109 | -74.4% | -$265.98万 | 减仓 |
| AVGO | BROADCOM INC | $92.55万 | 0.82% | 2,989 | -7,167 | -70.6% | -$221.91万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $94.29万 | 0.83% | 14,505 | -34,767 | -70.6% | -$226.00万 | 减仓 |
| RTX | RTX CORPORATION | $95.89万 | 0.84% | 4,969 | -12,187 | -71.0% | -$235.17万 | 减仓 |
| CRM | SALESFORCE INC | $96.88万 | 0.85% | 5,189 | -11,675 | -69.2% | -$217.98万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $97.09万 | 0.86% | 5,872 | -11,568 | -66.3% | -$191.27万 | 减仓 |
| MDT | MEDTRONIC PLC | $100.71万 | 0.89% | 11,622 | -30,538 | -72.4% | -$264.62万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $101.27万 | 0.89% | 30,260 | -58,684 | -66.0% | -$196.39万 | 减仓 |
| MCD | MCDONALDS CORP | $102.78万 | 0.91% | 3,306 | -9,134 | -73.4% | -$283.97万 | 减仓 |
| DIS | DISNEY WALT CO | $105.07万 | 0.93% | 10,901 | -31,135 | -74.1% | -$300.11万 | 减仓 |
| — | EXXON MOBIL CORP | $108.64万 | 0.96% | 6,403 | -19,861 | -75.6% | -$336.98万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $112.92万 | 0.99% | 4,618 | -12,006 | -72.2% | -$293.58万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $114.09万 | 1.00% | 2,555 | -7,337 | -74.2% | -$327.63万 | 减仓 |
| CME | CME GROUP INC | $117.06万 | 1.03% | 3,963 | -3,173 | -44.5% | -$93.72万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $118.28万 | 1.04% | 16,323 | -47,309 | -74.3% | -$342.80万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $123.15万 | 1.08% | 8,835 | -25,421 | -74.2% | -$354.34万 | 减仓 |
| SHOP | SHOPIFY INC | $129.51万 | 1.14% | 10,918 | -35,070 | -76.3% | -$416.00万 | 减仓 |
| AAPL | APPLE INC | $135.34万 | 1.19% | 5,332 | -11,980 | -69.2% | -$304.09万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $158.01万 | 1.39% | 31,474 | -81,542 | -72.2% | -$409.36万 | 减仓 |
| ORCL | ORACLE CORP | $193.14万 | 1.70% | 13,127 | -42,333 | -76.3% | -$622.84万 | 减仓 |
| BA | BOEING CO | $208.01万 | 1.83% | 10,451 | -29,421 | -73.8% | -$585.57万 | 减仓 |
| GOOG | ALPHABET INC | $240.26万 | 2.12% | 8,375 | -24,577 | -74.6% | -$705.06万 | 减仓 |
| V | VISA INC | $258.21万 | 2.27% | 8,543 | -25,057 | -74.6% | -$757.35万 | 减仓 |
| NFLX | NETFLIX INC. | $265.37万 | 2.34% | 27,599 | -77,821 | -73.8% | -$748.26万 | 减仓 |
| GOOGL | ALPHABET INC | $300.36万 | 2.65% | 10,444 | -27,716 | -72.6% | -$797.08万 | 减仓 |
| META | META PLATFORMS INC | $324.81万 | 2.86% | 5,676 | -15,212 | -72.8% | -$870.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $328.11万 | 2.89% | 8,863 | -24,861 | -73.7% | -$920.35万 | 减仓 |
| AMZN | AMAZON COM INC | $347.02万 | 3.06% | 16,662 | -52,382 | -75.9% | -$1,090.96万 | 减仓 |
| TSLA | TESLA INC | $353.16万 | 3.11% | 9,500 | -27,128 | -74.1% | -$1,008.48万 | 减仓 |
| BIL | SPDR SERIES TRUST | $361.73万 | 3.19% | 39,471 | -94,293 | -70.5% | -$864.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $653.64万 | 5.76% | 37,479 | -103,469 | -73.4% | -$1,804.52万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $690.36万 | 6.08% | 70,509 | -270,571 | -79.3% | -$2,649.17万 | 减仓 |